See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,445 | $159,602-17.0% | $150,045-11.7% | $142,382-7.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.52% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $22,907 | $4,961+361.8% | $4,693+388.1% | $4,299+432.8% |
| Participant deferral / active EE | $16,000 | $8,310+92.5% | $7,997+100.1% | $6,507+145.9% |
| Admin fee / account holder | $1,454 | $14,846-90.2% | $13,435-89.2% | $12,624-88.5% |